DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Luca Anthony D Italia

Independence Financial Advisors, LLCindependent RIAFranklin, NhIA-onlyIAPD 5710950

Certified Financial Planner

Feed of 09/14/2026

Also filed as Luca Anthony Ditalia

At current firm

7 y

since Dec 26, 2018

In the industry

16 y

since Nov 9, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: ditalia@ifa-nh.comreportedifa-nh.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Independence Financial Advisors, LLC independent RIA current
since Dec 26, 2018 · Franklin, Nh
Osaic Institutions, Inc. BD affiliated
Jun 17, 2015 to Sep 17, 2018 · Franklin, Nh
Td Ameritrade Investment Management, LLC former
Dec 9, 2013 to Jun 22, 2015 · Burlington, Ma
Td Ameritrade, Inc. former
Dec 9, 2013 to Jun 22, 2015 · Burlington, Ma
Morgan Stanley wirehouse
Dec 20, 2012 to Nov 25, 2013 · Manchester, Nh
The Foundry Financial Group, Inc. independent RIA
Jul 5, 2012 to Oct 23, 2012 · Laconia, Nh
Waddell & Reed former
Dec 3, 2009 to Aug 30, 2011 · Bedford, Nh

Moves

a registration end followed by a registration begin elsewhere

Osaic Institutions, Inc. to Independence Financial Advisors, LLC
left Sep 17, 2018, registered Dec 26, 2018 (100 days) · Affiliated broker-dealer or bank to independent RIA
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Jun 22, 2015, registered Dec 9, 2013 (-560 days) · channel change inside one enterprise, not a move
Td Ameritrade, Inc. to Osaic Institutions, Inc.
left Jun 22, 2015, registered Jun 17, 2015 (-5 days) · Other
Morgan Stanley to Td Ameritrade Investment Management, LLC
left Nov 25, 2013, registered Dec 9, 2013 (14 days) · Other
The Foundry Financial Group, Inc. to Morgan Stanley
left Oct 23, 2012, registered Dec 20, 2012 (58 days) · Other
Waddell & Reed to The Foundry Financial Group, Inc.
left Aug 30, 2011, registered Jul 5, 2012 (310 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address